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Disclosery

Partners in Financial Planning: VNQI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partners in Financial Planning on VNQI, newest first. How the timeline and the estimate are built.

Partners in Financial Planning held 29,335 VNQI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,335 shares
    Change vs previous 13F -397 shares

    0.2% of the 13F portfolio, value $1,316,137.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,732 shares
    Change vs previous 13F -244 shares

    0.22% of the 13F portfolio, value $1,320,224.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,976 shares
    Change vs previous 13F +838 shares

    0.23% of the 13F portfolio, value $1,374,079.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,138 shares
    Change vs previous 13F -430 shares

    0.24% of the 13F portfolio, value $1,391,046.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,568 shares
    Change vs previous 13F -864 shares

    0.25% of the 13F portfolio, value $1,364,200.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,432 shares
    Change vs previous 13F -896 shares

    0.25% of the 13F portfolio, value $1,231,704.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,328 shares
    Change vs previous 13F -827 shares

    0.25% of the 13F portfolio, value $1,239,325.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,155 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,509,060.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).